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Building Better Professionals

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Current Issue   About the Register

July/August 2016

Register Cover Story: Beyond the Competition

IARFC National Financial Plan Competition
1st Place, Bryant University Molly Funk





Millions of Baby Boomers Now Coming of Age

The flood of seniors and their changing economic status from workers to retired, semi-retired or soon-to-be retired, will change a lot about our culture. by Peter D'Arruda



Generating Retirement Inocome: Income Annuities vs. Bond Funds

I argue that income annuities more effectively do what bonds were meant to do for retired clients. by Wade Pfau



The 80/20 Rule with Seminar Event Marketing


You most likely have heard this proverbial percentage analogy mentioned many times in the business world. It is universally stated that 80% of the business comes from 20% of your clients, your salespeople, your efforts, your products, and so on. Based on that premise, I wanted to explain a similar dynamic that occurs when you are marketing your consulting business.
by Jorge Villar


Is Third-Party Investment Management For You?

Independent financial consultants often have the opportunity to manage client assets themselves or to outsource the investment management to one or more third-party managers. In light of all of the regulatory issues ongoing with the U.S. Department of Labor as well as increasing turbulence in the global financial markets, the trend is certainly moving toward outsourcing. But is it right for you?  by Cliff Walsh


A practitioner-oriented financial magazine written and published  by the IARFC. The Register is published by the International Association of Registered Financial Consultants ©2016, it includes articles and advice on technical subjects, and practice management. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured.


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Cover Profile Criteria: Profile Participant, must be an IARFC member in good standing, have made contribution to the financial industry, i.e. writing articles, donations to industry events and/or continuing education program activities. Cover Profile Participants are also selected according to the Register annual Editorial Calendar theme and topics.       

Time:  Selection of the Cover Profile Participants are made (early Fall) for the following calendar year. 

Selection Committee:  Is made up of the Editorial Board of the Register (Editor-in-Chief, Editor and IARFC Operations). Final selections are also reviewed by the IARFC Chairman.

Become a Cover Profile Participant:  Contact the Register Editor-in-Chief, Wendy M. Kennedy at, 513.261.6047 to be added to the roster of names in Cover Profile Participant database.  The Register Editor-in-Chief will contact you if selected within 90 days of the Register publication deadline date you are selected to be profiled.  Please, be prepared to provide your professional resume or vita. 


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 The Register


 RegisterProfiles 2016

 Vol. 17 No. 2 - Angie Trandai

Vol. 17 No. 1 - Justin Martin

 RegisterProfiles 2015

RegisterProfiles 2014

Register Profiles 2013

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